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Best financial advisors in Stevenson Ranch, CA

Registered advisers within 25 miles of Stevenson Ranch, CA.

Offices
846
Firms
337
Combined AUM
$16.3T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,051,397 clients when Item 5C has a number
Avg / client
$5.34M
Combined AUM ÷ clients

Nearby offices

Firms

MORGAN STANLEY
IP FINANCIAL ADVISORY SERVICES LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
KESTRA PRIVATE WEALTH SERVICES, LLC
STRATOS WEALTH ADVISORS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MANCHESTER FINANCIAL INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EAGLE STRATEGIES LLC
RKS MANAGEMENT, INC.
MERCER GLOBAL ADVISORS INC.
MML INVESTORS SERVICES, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
CRUDEN BAY INVESTMENT MANAGEMENT, LLC

Investors

STEPHANIE NICHOLE HARTMIRE
BRYAN NICHOLAS MOUNTAIN
ANTHONY THOMAS CULAZZO
SPENCER NATHAN TORGAN
Jennifer Marie Alewel
Derek B Moore
carlos hector garcia
Stephanie Dawn Krueger
Kseniya Tsipis
Ryan S Parker
RICHARD SCOTT FELDSTEIN
ELISA ANN DECKER
STEVE J MALOUF
P DARIUS RAULINAITIS
SYLVIA F RODRIGUEZ
LAURA MARIE RAULINAITIS
DONNA LYNN HERME
ALISA MARIE STEARNS
PHILIP JAMES BYRNE
Michael Curtis Cameron
MICHAEL N BURKE
MARLEY WONG
SETH ALAN HAYE
ELIZABETH AMALIA TOSCAN
CLINTON WAYNE SPIVEY
ONICA G CALDERON
David Ray
Armen C Doyan
Kevin Bernard Fusco
KATHRYN Mary DUBOIS
Taylor Beth Cutcliff
Adagio Cisneros
Duncan Edward Macondal Hizzey
Brandon D Fraye
JUSTIN T CONANT
Tyler B Davis
Drew C Dieffenbach
JAMES L MILLS
DAVID S NORTON
CHRISTOPHER GEORGE VENUTI
BRIAN MARK KRUEGER
WEBER S WANG
JANIELLE A SWAYNE
JEFF D ANTONIOTTI
ALAN BRUCE SOLURSH
ERIC BLAINE WILTFANG
GREG A GUTFLEISCH
CHARLOTTE M LOWE
Jennifer A Duarte
Anastasia Ciudinovschih
GRISELDA ROMERO HERNANDEZ
Michael Chase Shelley
Dylan J Venuti
MARK J DRABKIN
EDWARD JAY BOUDREAU
ROBERT LEWIS JOHNSON
JOHN MARTIN HOISCH
LAWRENCE JAY SOLOMON
DARYL HISAO KIBOTA
MICHAEL M DARLEY
GREGORY ROBERT SAIN
Justin Woo Young Lee
ROBERT GLENN JACOBS
Mark Curtis Walter
SHAWN MATHEW WARREN
RYAN JAMES BADGER
MATTHEW RYAN MCGRAW
JEFFREY J CARTER
NICHOLAS HARRISON AMODIO
Nicholis Bowser
Brandon J Butler
AURA LEWANNA CARMI
KATE ELLEN SWEETMAN
DANIEL THOMAS KHOURY
NICHOLAS SONDGEROTH
ROBERT ELLIOTT MUMMEY
Todd Augustine
Ali Navid
Seth Christian Catanese
FRANKLIN SCHENECK WHITEHOUSE
LAURA JO Navarro
STEVEN MICHAEL REZZELLE
STEVEN SCOTT
MARIO VALVERDE
JANIKA DOMINGO
MARK WEIDERMAN
ROBERT JAMES KATCH
ALAN SCOTT HOPKINS
BERTHA VALENTINE
David J Eagle
PAUL EDWARD BARTSCHI
Brice Redmond
MATTHEW B HERRON
ROBERT E CLARK
SASAN NIKOOMANESH
CHASE FOLLMER
Jason Scott Leibovitch
Dhaval Patel
Faten Khoder
Awanti M Desai
Spencer D Williams
Linda Mead
MARTIN WASCHITZ
Eyal Yaffe
MICHAEL J MCGOVERN
ANTHONY Jorge CONSIGLIO
Adam PAUL Hammer
ROBERT JAMES EAST
Miregi O Huma
DANIELLE Nicole SHELTON
JOEL CHRISTOPHER BARKER
KATAYOON BAHADORANI
JORDAN S SWIFT
BRENDAN J LYNCH
BREANNA GEORGIA MENAGER
Scotland Garapedian
Spencer Griffith
Ryan Cagle
ADAM JAMES BEDROSSIAN
Melissa Lou Shapiro
Adam Michael Brown
Jean-Carlos Baez
Michael A Cerniga
DILLON JAMES CASE
Thomas Brusca
Bobbie Fujihara Hanley
Tatiana Bustamante-Rodriguez
Joseph Alexander Centurioni
DANE M JOHNSON
MARY ELIZABETH STRONG
Charles Spencer Gould
Omid Sasson
Darren S Schwartz
Kristen Lopez
HO SUNG BYUN
Bryon W Smith
STEVEN MICHAEL BLOCK
GAYANE GRIGORYAN
JORDAN ASHER SHAPIRO
Andrea Rivera
Jose Augusto Barrera
Jaime Francisco Aguilera
Zachary Anargiros Frangos
DIANA SANTANA
LANCE EDWARD MARCUS
MELISSA J RUIZ
Abigail Alexandra Shek
Samuel Trevor Showery
Cynthia Montgomery Georghiou
Sadegh Farhadi
Robert Harold Little
JEFFREY RANSENBERG
GERALD IRA CLEBANOFF
CHRIS CHARLES DUMFORD
BRIAN KAMHUNG LEE
LAWRENCE OTIS MYERS
ARKADY MILGRAM
Kenisha Amar
Peter Michael Gould
Alice Rieckmann
Christian Gomez
Chase M. Walian
Matthew R. Miles
ORIN ALAN WINICK
JACOB FURLOW
Natalie Krouth
Eva Rhodes
Andrew M. Nakagawa
DENNIS MICHAEL CLAPP
Sean Morreale
SEAN TRACY WISER
Thomas Christopoulos
Kyle P. Bobo
Brandon David Perdue
Michael Grosslight
Cory Colgan
ADAM RICHARD JOHNSON
MUSTAFA BHOLA
Patrick Erhart
Sean Laverty
Suranga Ganewatte
Michael Carner
Dilun Wu Cross
Noah Loimata Evaga
Katarina Ivanovich Kern
William H Lyman
Erik Sahakian
Elmira Lavi
Gregory Robert Shamoon
JONATHAN STEVEN HERSON
ANDREW DAVID LOWENSTEIN
Jacob Samuel Kester
SELWYN SAMUEL HERSON

Within 25 miles of Stevenson Ranch, CA, Best Investors lists 337 registered investment advisory firms with 846 offices nearby, managing about $16.3T in combined regulatory AUM across 3,051,397 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Stevenson Ranch

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 INVESCO ADVISERS, INC. 217 advisers $750B AUM